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SAP SD Material

SAP: - ‘Systems Applications and Products in Data Processing for Business Applications’, and it deals with more than 50 modules.

SAP

1. Technical Module 2.Functional Module

Ex: - ABAP, BASIS Ex: - PP, MM, FICO, SD, QM, SCM, HR…

ABAP : ‘Advanced Business Application Programming’ – It’s a Language, used with open SQL StandardGUI : Graphic Unit Interface

Advantages of SAP -IDES International Demonstration Evaluation System):

1. Integration 2. Security.

What is an Organization: “It’s an Integration of Business Process”

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Sales Process1.

2.Cross Functional Interaction

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EnterpriseStructure:

Company: It’s an Organizational Unit which can create according to the particular countries commercial law.

Company Code: It’s the legal Entity which takes care of the Entire Business activities of a company. Each company codes maintain separate P&L Accounts and Balance sheet.Note: Company code is defined by Finance Mode.

Sales Organization: It’s the responsible organization unit which takes care of the Entire sales transactions of a company.

Sales Organization is Responsible for all the terms and conditions of sales deals and negotiations.

Distribution Channel:It specifies the channel through which goods are sold to the End Customer.Ex: - Whole sellers, Retailers, Direct Customers…

Division:The Total no. of Materials or Services for which the company is doing sales are divide into different Divisions.

The Division is a group of similar Products which have some characteristics and fall into one productRange/ Product line.

Sales Area:It’s the Combination of sales Organization, Distribution Channel and Division. The Sales Area always represents the basic sales process of a company.

Sales Line:It’s the Combination of Sales organization and Distribution Channel, Sales line is always port of a Sales Area.

Sales Office:It represents the Geographical aspect of the structure of the client. Sales Office is also linked to Sales Area.

Sales Group : The Employees working under a sales office are divided into different Sales Group. Sales Group is a group of similar codes of sales people, and this Entry is not mandatory.

Relations : 1.Relation between company code and Sales Organization, are Company code can have multiple sales Organization to handle the sales transaction, where as one sales organization can only work for the Company Code, so relation between Company code and Sales Organization is one to many.

Ex:Hyderabad Sales Organization,Bangalore Sales Organization.

Reliance Communications

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1.Bangalore Sales Organization 2.Hyderabad Sales Organization

Not PossibleNot PossibleReliance Petroleum

Company Code

Sales Organization

D ChannelDivisionSales Area

Sales Office

Sales Group

The Relation between Sales Organization and Distribution Channel: One Sales Organization can be used multiple distribution channel for sales purpose and one Distributor Channel can be used for multiple sales Organization, so the relation between Sales Organization and Distribution channel is Many to many.

Relation between Sales Organization and Division: One Sales Organization can sell Division Products and One Division Products can be sold to multiple sales organization, so the relation between sales Organization and Division is many to many.Ex:One to Many Sales Org to Division

Reliance Comm.Ranbaxy

Hyd S.Org Blr S.OrgHyd S.O Blr S.O1.Cardiac 1. Cardiac 2. Neuro 2. Neuro

Many to Many

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Hyd S.O Blr S.O1. Whole Sale 1.Whole Sale2.Retail 2. Retail3.Agents 3.Agents

Relations between Distribution Channel:

Many to Many

Ranbaxy

Hyd S.O Blr S.O

Wh Rt Wh Rt

1.Cardiac 1.Cardiac 1.Cardiac 1.Cardiac2.Neuro 2.Neuro 2.Neuro 2.Neuro

Relation: From the distribution channel we can sell products of different Division, similarly One Division products can be sold from multiple Distribution channel, so the Relation between Distribution Channel and Division is Many to many.

Note: Division is always Sales Organization, it specify i.e. Division is controlled by sales organization, but not by the Distribution channel.

General Organization Structure:

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Organization structure

Unit

Company Code

One to manySales Organization

Many to Many Many to Many

D Channel Sales Area Division

Many to Many

Sales Office

Sales Group

Defining sales Organization:

Path: From Easy Aceess menu select looks --- Customizing --- IMG --- Edit Project --- SAP Reference IMG ---- Enterprises Structure.

(Or)SPRO--- SAP Project Reference Objects--- Reference IMG--- Enterprises structure ------------ Definition ---- Sales & distribution ---

1. DefineSales Org2. D. Channel 3. Sales Office4. Sales Group’5. Define Plant6. Division from(Logistics- General)

Assignment:-

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Assigning 1.Sales Org to Company Code 2. D.Channel to Sales Org3. Division to Sales Org4. Set up Sales Area / Maintain Sales Area 5. Sales office to Sales Area 6. Sales Group to Sales Office. 7. Plant to company Code 8. Plant to Sales Org

Maintain Calendar:SPRO- General Settings --- Maintain Calendar

1. Public Holidays :- Define Public Holiday required and there are depends on country Government.

2. Holiday Calendar :- Assign the defined Holidays here which specifies list of holidays in a Company.

3. Factory Calendar :- Specify theno of working days in a weak and Assign the respective Holiday Calendar.

Note:-Calendar is Independent / Client Component.

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Master Data

There are 4 kinds of Master Data in SAP

1. Customer Master Data2. Material Master Data3. Customer Material Info Record4. Conditions Master Data

1. Customer Master Data:-

1. VD01- For General and Sales Area2. FD01- Customer Code3.XD01- For All Areas to create4. XD02- Change Data5. XD03- Display

The Customer Master Contain 3 views.

1. General Data2. Company Code3. Sales Area Data

1. LSMW: ‘Legacy System Migration Workbench’ ( Legacy – Non SAP System ( Consultant) )2. BDC: Bath Data Communication—ABAPer

Each screen contains different data sets/ Tab pages and each Tab page contains different Fields.

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General Data: - This Tab page specifies ‘Address and other relevant details of the Customer’.

Marketing Tab:Take Customer Classifications.

Customer Classifications: Specifies the classification of customers which can be based on their sales Turn over, this field can also be used to determine a Specify Price for a particular customer.

Ex:01--- 0—2 Lack Revenue02 --- 2— 4 Lack 03 --- 4—10 Lack

Creating Customer Classification:

Path: SPRO—S&D—Master Data – Business Partners – Customers, Marketing Define Customer Classification.

Tabs:

Unloading Points:- Specify the place at which goods are to be Unloaded for the Customer.

Ex:Godown

Goods Receiving Hours: Specify the timings in which goods are to be Unloaded at the Customer Location.

Defining Goods Receiving Hours:

Path: SPRO—S&D – Master Data – Business Partners – Customers – Shipping – Defining Goods Receiving Hours.

Tab - Contact Person: Specify the Contact person at a Customer place.

Creating Contact Person: EA Menu—Logistics – S&D – Master Data – Business Partners – Contact Person -- VAP1 – Create.Company Code: ‘Account Management’

Reconciliation Account: The Reconciliation A/C in the GL A/C is the A/C which is updated parallel to the sub ledger A/Cfor normal posting. Enter 140000asReconciliation A/C number for Practice.

Payment Transaction: (Term of Payment) : Specifies the key for Defining the payment Terms composed of Cash discount Percentages and Payment Period.

Ex: 0001—15 days 3% Cash Disount 0002 – 30 days 2% 0003 – 45 days 1%

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Defining the Term of payment:

Path: SPRO – S&D – Master Data –Business partners – Customers Billing Docks –Terms of payment.

Payment History Record: If we Check/ Select this field the payment history of the customer will be recorded in his ‘Credit Master Data’

Sales Area Data:In the sales Tab specifies the Sales District.

Path: SPRO—S&D – Master Data—Business Partners—Customer Sales – Define Sales District.

Customer Group: Specifies the Grouping of customers, which can be based on the nature of their Business. Ex: Industrial Customers, Trading Customers.

Defining the Customer Group:

Path: SPRO—> S&D—> Master Data BP Customers Sales Define Customer Group

Currency: Specify the currency of the customer.

Customer Pricing Procedure: This field Enables the system to automatically propose the corresponding pricing procedure for the customer during ‘Sales Document Pricing’

Shipping- Tab

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Shipping conditions: This field Enables the system to automatically propose the corresponding shipping point during the Sales Document Pocessing.

Define Shipping Conditions:

Path: SPRO Logistics Execution Shipping Basic Shipping Functions Shipping Point and goods Receiving Point Determination Define Shipping conditions.

Delivery Point: Specifies the Plant from which goods are delivered to the customer. POD- Proof Of Delivery If we Select / Check this field the customer will become relevant for proof of Delivery, i.e. Customer is going to send POD after receiving the Material.

Order Combination: If we Check /Select this field we can combine multiple Orders for a customer in Order to create single Delivery.

Partial Delivery per Item: Specifies whether the Customer requires full or Partial Delivery of the Item.

Billing Document: TabIt’s a Conditional Discount Rebates:If we check this field then the customer business eligible for Receiving Rebates.

Delivery and Payment Terms:

Inco Terms: These are Internationally Accepted Shipping Terms and Conditions and it specifies certain Internationally Accepted / Recognized Terms and Condition that the company and the receiving party must follow for the Shipping Transaction to be successfully completed.

Inco Term – Part 2: Specifies the place from which goods are delivered.

Define Inco Terms:

Path : SPRO S&D MDBusiness PartnersCustomersBilling DocksDefine Inco TermsGo to New EntriesDefine Save.

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Assignment:Terms of Payment is mentioned in ‘Company Code Data’ and ‘Sales Area Data’.

Accounting:

Account Assignment Group : This field Enable the system to post the Sales Values of the customers to the corresponding. GL Account during Revenue.

Account Determination;Tax Classifications (Output Tax): Specifies whether the customer is ‘Liable for Tax’ or not.Partner Functions:

Sold To Party:Specifies the customer for Placing the Order with the company (SP).

Ship To Party:Specifies the Customer Receiving the Goods (SH).

Bill To Party: Specifies the customer receiving the Bills (BP).

Payer:Specifies the Customer Paying the Bills Amount (Py).

Note:

1. Depending on the Requirement all the partners can be same or they differ.

2. If all the Partners are same we need to create the customer as Sold to Party and maintain the Same number for all the Partner Functions.

3. If the partners differ we need to create Master Records for those parties and specifies those numbers in Master data of Sold to Party for the corresponding Partner Function.

4. We will have all the Partner Functions, only for Sold to Party.

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Creating the Customer:

Path:EAM Logistics S&D MD BP Customer Create VD01 (XD01)

Specify the Following Data:

1. Account group 0001- Sold to Party : It specifies whether the Customer, what we are creating is SP, SH, BP or Py.

Note: A/C Group controls fields and views of Customer Master Data.

In The Initial Screen View

1. Customer: It specifies the Customer Number.

2. Company Code: Specify the Company Code with which the customer is doing the Business.

3. Sales Organization: Specifies the Sales Org with which the Customer Executes the sales transaction.

4. Distribution Channel: Specifies the channel through which the Customer places the order.

5. Division: Specifies the Division for which the Customer places the order.

Enter -- SaveDefining Account Group:

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Path: SPRO FA A/C Receivable & Payables Customer A/C MD Preparation for Creating Customer master data Define A/C Group with screen Layout.

Ex: -0001 – SP 0003 -- BP0002 -- SH 0004 – Py

Go To – New Entries – Create A/C groups for each Partner Functions.

Note:In the Definition of A/C group we can control the ‘Fields’ status, that is we can make as a required entry (or) optional entry (or) in Display Mode (or) we can suppress it.

Sold to party gets all other functions. i.e. Sh.BP.Py BP,Py,and Sh will not have any other Partner Functions in the response Master datas. While creating the customer, if we get the Error, Sales Area is not Defined for Customers .

Solution:-SPRO S&D MD Define Common Distribution channel and Division

In the following screen maintain your common D.channel (or) Division.

2. Creating No. Ranges

Path: From the same path select Create No. Ranges for Customer Account select the Button Change Intervals click on Insert Interval.

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Note: 1. For a No. Range, if we check/select the Field External, and it will become an External No. Range, i.e.While creating the customer, user has to specify a no. for the Customer, otherwise it will become an Internal No. Range, where the system automatically generates the No. for the customer.

2. To delete a No. Range the ‘Status’ must be ‘Intial’.

3.Assign No.Ranges to A/C Groups:

Path:From the Same path select Assign No. Ranges to A/C Groups.

4.Partner Determination Procedure :To get the required Partner Functions into the Sales Transactions ( Sales Order – Delivery – Billing).

First we need to add them into Customer Master to get the required Partner Functions in the customer Master for the required A/C group Automatically, we need to maintain partner Determination Procedure.

Path: SPRO S&D Basic Functions Partner Determination Set up Partner Determination for Customer Master.

1. Define Partner Functions :

P Functions:1. SP 2. Sh 3.BP 4.Py

Ex: Defining Partner Functions

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Note: 1. For any Partner Function, if we select / check field “Unique” , we cannot have Multiple Partners of that function in a customer.

2. it’s a ‘partner Type ‘, which differ Partner Functions, whether the Partner Function Belongs to Customer (or) Vendor (or) Any other Business Partner.

3. ‘KU’ is always SAP Standard Customer. Enter and save

2. Assign Partner Functions to A/C Group:

Ex: Assigning PF to A/C group.

Note: 1. Assign partner Functions to A/C Group and – Enter and save.

3. Define Partner Determination Procedure.

Ex:- Defining Partner Determination Procedure

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4. Placing the Partner Functions in Procedure

Ex: Partner Function in Procedure

Note: 1. while placing Partner Functions in Procedure,Select(MEDP)inPartner Determination

And PlaceIt in Partner Function Procedure.

2. For any Partner Function, if we check / Select field Not Modified, it cannot be Changed in the

Customer Master, and if we check the Field Mandatory, it becomes Mandatory in the Customer Master.

4.Assign Partner Detrmination Procedure to A/C Group

Ex: PD Procedure to A/G Group

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Conclusion:

Steps for Create Customer Master Data:

1. Define A/c Groups2. Create NumberRanges to A/C Groups3. AssignNumberRanges to A/C Group4. Partner Determination Procedure – 5 steps5. Create the Values for the required fields in the ‘Customer Master’.

Extending the Customer to New Sales Area

Enter the A/C Group Specify the Customer for the data as to be Extended. Specify the Company Code in which the customer is already exist. Now Customer will extend to the New Sales Area Data, andSAVE the Customer

Master. Now Specify the New Sales Area to be which the Customer has to be Extended.

2. Material Master Data

1. MM01 – Cteate2. MM02 – Change3. MM03 – Display

Path: Logistics S&D MD Products Material Other Material Create.

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Step: 1Specify Data for the Following Fields.

Material: Enter the Material Code (Ex: M10)

Industry Sector: Choose the industry type in the Popup.

Material Type:Controls the Fields in MMR.

Ex:HAWATrading Goods FERT Finished Goods HALV Semi Finished Goods ROH Raw Materials VERP Packing Materials.

Select Views:

Basic Data 1 Basic Data 2 Sales Organization 1 Select these depends on the Requirement. Sales Organization 2 Remove or Add Sales Text MRP 1 Accounting 1

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Plant : Specify the Plant in which Material Exists or Manufactures.Storage Location: Here where the Material is maintained, and Define this in MM.

Path: SPRO EPS Definition MM Maintain Storage Location

Sales Organization: Specify the Sales Organization from which the material is sold. D.Channel: Specify the Channel through material is sold.

Views & Fields

1. Basic Data 1:-

Material: Specify the name of the Material. Base Unit Measure: Select this by the stocks are maintained.

Ex: - Base Unit of Measure:

Petrol -- Litres Rice -- Kgs Gold -- Grams Soap -- Each or (1 pack = 10 Eaches)

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Division: Select it by material Exist. EAN/UPC: European Article No. / Universal Product Code : this code used

for Export purpose.

2. Basic Data 2:- This Tab is not that much important.

3. Sales Organization 1:

Sales Unit: Select it by material is sold.

Note:1. we need to specify a Sales Unit only it differs from Base Unit.2. If the Sales Unit differs from Base Unit we can maintain the conversion factor.

I.e. The Quantity relation Between Sales Unit and Base Unit.

Ex: - Eachis Base Unit, and Pack is Sales Unit If 10 Eaches (BU) = 1 Pack (SU)

Delivery Plant: Specify which the Material is delivered to the Customer.

Cash Discount: If we check this Field, if we select this Field, then it will not allow for Discounts and the Material Qualified for the Cash

Discount specified in the terms of Payment.

Ex: 1. 3% discount with in 15 days2. 2% discount within 30 days Payment Terms.3. 1% discount within 45 days4. 0% discount within 60 days

Tax Classifications: Specify the material is Liable for Tax or Not.(OVK3).

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Note: DefineTax Classifications for ‘Master Data (Customer & Material), Go to OVK3and OVK4, then Define them for output Tax MWSTclassification.

Minimum Order Quantity: Specify the Minimum Quantity of the Material that may be ordered by the customer for each sales Order.

Note: Minimum Order Quantity is always maintained in Base Unit of measure ( Ex: PC, Each, Pack)

Minimum Delivery Quantity: Specify the minimum Quantity of the material that is to be delivered for Each Shipping Transaction.

Rounding Profile: Specify the Key, that the system uses to Adjust the Order Proposed Quantity to the nearest deliverable unit.

Note:If customer place an Order for 90 Bolts (100 bolts = 1 Pack), then we have to Adjust to nearest Quantity, it means create the Order for 100 bolts (1 pack).

4. Sales Organization 2: -

Account Assignment Group: This Field Enables the system to post the Sales Values of different Material types to the corresponding G/L A/C, during “Revenue Account determination”.

Item Category Group: It enables the system to automatically propose the corresponding, Item Category for Items during Sales Document processing. ( And It’s a Item Label)

Ex: TV (Samsung) Standard Item NORM

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Stabilizer (Videocon) Third party BANS

5. Sales General / Plant:

Availability Check: Specifies whether and how system check the Availability of the Material during the sales document Processing.

EX:01For Daily Requirement, 02 for Individual Requirement.

Batch Management: If we check this field the material can be handled in Batches.

Transportation Group: Specifies a grouping of material that has the same Transportation Required. (Ex:0001 for Pallets)

Loading Group: Specifies a grouping of the materials that have the same Requirements.Ex: 0003 for Manual.

Note: This loading group Enables the system to determine respective shipping point during sales document processing.

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6. MRP 1:

MRP Type:(Material Resource Planning), specifies about whether and how the requirement of the material Planned.

Note: This MRP type will Enable the system to determine schedule line category during sales document process.

7. Accounting 1:

Valuation Class:This key enables the system to post the cost of different material types to the corresponding G/L A/Cs. (With this COGS Price will be Realized)

Price Control:S Standard PriceV Variable / Moving Price.

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Steps for Creating Material Master (MM01):

1. Specify the Material Name/No in the Material Field.2. Maintain the same Material Name/ No in Copy from Screen.3. ‘Select the Views’ of Required Organization Levels.4. And go to Organization Level and maintain Required View Values in the Material Master.

Error: while creating the Material if you get an Error, just check “The Company Code does not exist”or ‘Fully Not Maintained the data’.

Solution:Go to Logistic General Material Management Basic Settings Maintain Company Code for Material Management.

Select the Required Company Code & Specify the ‘Current Year’ and ‘Period’ (OMSY).

Customer Material Info Record (CMIR) VD51

If customer is placing an Order for a Material by his own code rather the Original code of the Material. We need to maintain CMIR, so that in the Sales Order Processing if we enter the customer material no., system automatically determines Original Material Number.

Path: Logistics S&D Master Data Rebate Arrangements Customer Material Information.

Specify the customer for whom this record has to be maintained and also specify the corresponding ‘Sales Line’ then process further (Enter).

Note: In the Overview screen specify the original Material code In the Field Material No. and In the Field Customer Material specify the code by which customer places the Order for the Original Material.

Select the Record and go to details if Required maintain the data.Ex: Customer description, Plant, Delivery Priority….Etc.

But in the sales document we can Enter the ‘Customer Material Number’ in the ‘Ordering party

Creating Sales Order (Va01)

Path:EAM Logistics S&D ORDER (create)

Specify the Order type OR. Specify the sales Area. Enter takes you from Initial Screen to Overview Screen. While Creating Sales Order If you get Errors refer Below steps.

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Error: Order Type is not defined for Sales Area.

Path:SPRO S&D Sales Documents Sales Document Header Assign Sales Area to Sales Document Types (Consistency Check)

Error: No Pricing Procedure could be Maintained

Solution: 1. In the Customer Master Record Specify the Pricing Procedure (1).2. Go to OVKK New Entries Assign the Pricing ProcedureRVAA01

To the combination of sales Organization, Distribution Channel, Division, Document Pricing Procedure (A) and Customer Pricing Procedure (1).

Error: Assign Chart of Accounts to Company Code.

Solution:Go toOB62Enter the Chart of Accounts INT (International) , if INT is not Accepted then Enter CAUS.

Error: Assign Fiscal Year Variant to Company Code.

Solution:Go to OB37select the requirement Company Code and Assign the Fiscal Year Variant K4.

Error: Maintain the Language for the Material.

Solution:Go to MMR Select the Button ‘Additional Data’ and maintain the description for the material Language.

Error: To get the Tax classification on the CMR and MMR for the required country.

Solution:Go to OVK1 go to New Entries Assign the Tax Category MWST to the required country.

Error: No Business Area can be determined for the Item.

Solution:SPRO S&D Basic Functions Accounting Assignment And Costing Business Area Account Assignment.

Define Rules by Sales Area Select the Required Sales Area and Assign the Rule 1/2/3. If the Rule is 1 we need to assign the Business Area to the Combination of plant or

Division. For this select the above path and Assign the Business Area to Plant/Division.

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If the Rule is 2 or 3 we need to assign the Business Area to Sales Area. For this select the above path and Assign Business Area by Sales Area

Sales Document Processing

When the customer Places an Order for goods or Services in an Organization, the Organization creates a Sales Order. This sales order is called a Sales Document in the Sales and Distribution.Structure of Sales Document:

The data at Sales Document lies at 3 Levels

1. Header Level Data2. Item Level Data3. Schedule Line Data.

1. Header Level Data:The data that is applicable for entire sales document is called Header Data.

Ex: To see the Header Level data in sales Document select Icon ‘Display document Header Details’ in the overview screen or from the main menu ‘Go To’ Header select the required view.

2. Item Level Data:The General Data Entered at Header Level by default applies for all the items in the document but each and every Item will have it’s own Related Information which applies for that particular item only is called Item Level data.

Note: Even though the Header Level data copies for all the Item, the data can be changed at the item level. To see the item data of an Item select the ‘Line Item’ and from the main menu ‘ITEM’Select the require view or you can double click on the ‘Item’.

3.Schedule Line Data: It gives the information regarding the delivery dates and the corresponding confirmed Qty. depending on the Availability of the Material each and every Item can have one or more no. of Schedule lines.To see schedule line data of an Item 1st go to corresponding Item data and select the views ‘Schedule Lines’.

Different types of Sales Documents:

1. Inquiry (In)(Va11, Va12, Va13)2. Quotation (Qt)(Va21, Va22, Va23)3. Sales Order (Or) (Va01, Va02, va03)

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Sales Documents (Order) Types: Data Flows with Reference

1. Cash Sales (CS)2. Rush Order (RO) Va11Va12Va133. Return Order (RE)4. Credit Memo Request (G2)5. Debit Memo Request (L2)

Va21Va22Va23

Va01Va02Va03

Vl01nVl02n VofaCreating the Sales Documents with Reference:

Note: CreatingQuotation (Va21):

Enter Order Type (Or)Enter Req dataEnter Sales Area

In the overview Screen – Maintain the Relevant Data, and complete the document and SAVE the Quotation.

Creating Order with Reference to Quotation:

Enter Order Type (Or)Enter Req dataEnter Sales AreaSelect the button Create with the Reference

Inquiry (In)

Quotation (Qt)

S Order (Or)

Delivery (Lf)

Invoice

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In the overview Screen – Maintain the Relevant Data, and complete the document

Take care of ‘Incompletion Data’.

Specify the Quotation No. in the Field Offer, and select the button Copy

Now Data will be copied from Quotation to Order. If required, change the data and SAVEit.

Document Flow

If we create the Document with the Reference, the system form a Flows a document in which, if we know one document No. with the help of ‘(Display Icon)Document flow (Next to Order button),we can see the other Document numbers, and we can display other documents also.

Controlling data in Sales Documents

Depending on the requirement, the data in the Sales Document has to be processed accordingly for this we 3 control parameters in the sales document.

The data at ‘Header Level’ is controlled by Sales Documents type. The data at ‘Item Level’is controlled by ItemCategory. The data at ‘Schedule Line Level’is controlled by Schedule Line

Category.

Sales Document Types (Vov8) Header DataIn a Business Process, we have different sales transaction, like – Inquiry, Quotation,

Sales Order…etc, for each Sales Transaction, we need to create an each corresponding Sales

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Document in the SAP System, while creating the Sales Document, we have to specify the Corresponding Document Type with the help of which the system identifies for which Sales Transaction, the document is being created, for that we need to Define all those Sales Document Types.

Path:SPRO S&D Sales Sales Documents Sales Document Header Define Sales Document Types.

1. IN – Inquiry2. QT – Quotation3. OR – Sales Order4. RO -- Rush Order Sales Document type5. CS – Cash Sales Va016. RE – Returns7. DS – Scheduling Agreements8. G2 – Credit Memo Request9. L2 – Debit Memo Request

Functionality of Sales Document Type

Note:Copy Standard Sales Document type to your Requirement Sales Document types and use it in practice, but make sure to create Sales Document Type by giving‘Z’ letter, and make this as a habit.

1.Sales Document Category: Specifies a classification of different types of document, that we process in the Sales & Distribution System.

The document category determines, how the system stores and keeps the Track of the document data.

Ex:A – InquiryB – Quotation Sales document CategoryC – Sales Order

2. Sales Document Blocks:Specifies whether sales document type is blocked for Processing.Note: If we block a sales document type the user can’t create a new sales documents of that time, but the sales document already created, before setting the block can be changed (Va02), or displayed (Va03).

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Ex:If any shoppers discount given for the festival season likes Diwali and that block will be opened again for Diwali or the other seasonal time (depends).

3.No. Range Internal & External Assignment: Customer need, we will have to give Internal or External No. Range. And this Define like CMR, but create for Sales Document.

Specifies the No. ranges that either the system ( if it’s Internal) or the user ( if it’s External) uses for giving nos. for the sales documents, while Saving them.

Creating the No. Ranges:

Path: SPRO S&D Sales S Dock Header Define No. Ranges for Sales Documents.

4. Item No. Increment:Specifies the value by which the Item No. Increases in the Sales document onlywhen the system automatically generates Item no, and if the user Enters a manual no. system will also accepts it.

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5. Sub Item Increment: Specifies now the Sub Item nos. are incremented in the sales Document.

Note: If we don’t specify any value here, the Sub Item will be Incremented by a value by which the main Item Increments.

Ex: Free goods Item Buy TV& get as DVD Free

Main Item Sub Item

General Control

6. Reference Mandatory: Specifies whether a Reference document, if mandatory for creating the sales document, if so, it also specifies the document type use as Reference.

Ex: If we place an Order earlier for ‘ Samsung TV for 10 qty, once it got delivered, if again we want to place an order, then we have to give the Reference Mandatory is RE – Return Order, because customer is already placed an order for TVs and customer can retake the product.

7.Item Division: If we select / check this field the Division at Item Level in the sales document, will be determined from the corresponding Material Master, otherwise the Division entered it Header Level applies for the all line Items by default.

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Ex:In the place ofDivision (WS will change to SC).

8. Check Division: Specifies how the system reacts, if the division, if Item Level refers from the Header Level.

Ex:01 – Dialog -- Warning Message 02 – Error -- will not allow for Save

9. Read Info Record: In the sales document, if we specify the Customer Material no, the system automatically determines Original Material No. For this we have to check this field in the determination of Document Type.

10. Check Purchase Order No.Specifies if we checkthis field, if the POno. is already existed in the Sales Document, will not allow to take the same PO no. for the Other One.

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11. Check Credit Limit: Specifies whether the system carries are Out of a credit Limit Check during the sales document processing.

Ex:Credit Limit Check relevant for OR, RO and some time CS, not for In&Qt

Transaction Flow

12. Screen Sequence Group:Specifies which Screen we see during a Particular Transaction and which Sequence they appear. i.e. In, Qt (or) Or.

Ex: Select from the Popup that which screen has to perform.AU –forOrderAG – for Qt

13. Transaction Group: Specifies a grouping that allows you to control certain characteristics of a Transaction Group according to Sales Document Type. The Transaction Group controls the types of sales documents, which we can process with certain system transactions in the sales process.

14. Document Pricing Control: The field Enables the system to automatically proposed a corresponding Pricing Procedure, depending on the sales Document type, during the sales Document.

Ex:Sales Org + D.Channel + Division+ Docks Pricing Procedure +

Sales AreaSales DocumentCustomer Pricing Procedure = Pricing Procedure

CMR in sales Field

15. DisplayRange : Specifies whether the system displays all the Items (or)only main Item in the sales Document.

16.Function Code for overview Screen: Specifies which Over view Screen (Tab), we reach during the sales document processing after we Enterthe data on the Initial Screen.

17. Outline Agreement Messages (or) Contracts (or) Schedule Line Agreements: Set an Indicator here if we want to receive a Message informing that Open out Line Agreements exists, while creating the Sales Document, depending on the indicator we select here ( A or B or C), the system checks Open out line Agreements, either at Header Level for the customer or at Item Level for the Material.

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18.Quotation Messages: Same as Above, but used for Open Quotations.

19. Incompletion Messages: If we check this field we cannot savethe document if it is Incomplete.

Shipping:

20.Delivery Type:Specifies the corresponding Delivery type of the Sales Document type.

Ex:LF – Delivery Document Type – Delivery with Reference to Sales Order, and ‘No Shipping Data’ have to specified for In & Qt.

21. Delivery Block: Specifies whether the sales document is block for Delivery Processing.

Note: Delivery Block in the sales document type is applicable for the All Line Items, and delivery block at Item Level (Item Category) is applicable only for that Particular Line Item, delivery block at Schedule Line Level is more effective using which you can block the delivery for different Schedule Lines of an Item.

22. Shipping Conditions: If we specify the Shipping Conditions here, during the sales document processing, the value for Shipping Conditionswill be determined from this field, but not from the Customer Master Data,shipping condition will enable the system to determine corresponding shipping point in the sales order.

Ex: Plant

Loading Group CMR

Shipping Conditions Sales Document

Shipping point

DeliveryBilling

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23. Delivery Related Billing type / Order Related Billing type: Specifies the corresponding billing type of the sales document type.

Note: F1 – Order Related Billing type F2 – Delivery Related Billing type.

No billing data has to specified for In & Qt, because these are not relevant for billing.

24. Billing Block: Specifies whether the sales document is block for Billing process.

Note: Use Billing blocks for ‘Credit Memo Request (G2)’, ‘Debit Memo Request (L2)’ and ‘Return Order (RE)’.

Requesting Delivery Date/ Pricing Date/PO type:

25. Propose Delivery Date: If we Select/ Check this field the system process current date as Requested Delivery date in the sales document.

26. Lead time in days: specifies the no. of days into future that the system used to propose the requested delivery date in the sales document.

Note: If delivery is on 20th/ 09/ 11, but if customer again asks for future date like 25/09/11 then it’s possible.

(Or) If can be given as Fixed date depends on customer need, 20th/ 09/11, then

it’s only on 20th/09/11, but everything is depends on Factory calendar Date.

27. Propose PO Date: If we checkthis field the system automatically proposes current date as PO date in the sales Document.

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28. Proposal for Pricing Date: Specifies the date that the system uses to propose the Pricing date in the sales document.

ITEM CATEGORY

The data at Item Level in the sales document is controlled by Item category, Depending on the requirement, how we process the data in the sales document varies for different material.There are different types of Item category:

Ex: 1. Material – M10

QT OR

Not Relevant for Delivery Relevant for DeliveryNot Relevant for Billing Relevant for BillingRelevant for Pricing Relevant for Pricing

In this the same Item has to process in different ways in different document types, i.e. An Item in QT is not Relevant for Shipping & Billing, where has it’s Relevant for both these Transactions (shipping /Billing) in Sales Order.

Ex: 2. M10

OR Qty (10) Free (M20) Item

Item 10 -- M10 -------- 10 Rel Pricing & Billing M20 Not Rel. Pricing & Billing

In this ‘The same Item has to be Processed in different ways in the same document, i.e. If we offers Free goods for an Item the main Qty has to be Priced, by not the Free Goods Qty.

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Ex: 3.OR

M10 NORM StandardM20 BANS Purchase request (Creates)M30 EAN/ LUMFComponents (All)

In the Above Item Different Materials have to be processed in different ways in the same document, i.e. if we Enter a 3rd Party Item in the sales order, the system has to create a purchase order for which a purchase Requisition should be created as it’s not required for Standard Item (NORM).

Similarly if it’s a BOM Item it should display the Components also.

To fulfill all such requirement we need to define different Item Categories with the corresponding functionalities and make sure that the system by default determines those Item categories for the corresponding materials/ Items in the corresponding sales documents.

Defining Item Categories (VOV7)

Path:SPRO S&D Sales Sales Docks Sales Document Item Define Item Cat.

Ex:AFN Inquiry AGN QuotationStandard Item Category TAN Order

AFNN Note:Item Cat. Group is (in Sales Org2) AGNN Free Good Standard Item cat.Item Categories are Standard (Above& Next) TANN

TAS Third Party

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Functionality of Item Category (Item Document):

Completion Rule:Specifies the Rule for determining when an Inquiry or Quotation or Contracts is complete.

Note: I.e. we can specify the Quotation is complete after the full Quantity has been

Referenced ‘B’. (Or)

An Inquiryis complete with the 1st reference itself ‘A’(Or)

We can specify that it’s not Relevant for completion Order.

So we must use this for Inquiry and Quotation but we may not use this field for Contractsand for other Order Types.

Billing Relevance:This field specifies whether the Item is Relevant for Billing, if so it also specifies the Reference Document for creating the Billing Document.

Ex: The Item in the document IN & QT cannot be billed to control this corresponding Item Categories AFN, AGN Respectively are made as ‘Not relevant for billing’.

But the Item Category TANwhich is use in Sales Order and it’s ‘Relevant for Billing’.

Billing Block: Specifies whether the Item is blocked for Billing Process.

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Pricing:Specifies whether Item is Relevant for Pricing or not.

Ex: All the standard Items Categories like AFN, AGN and TAN are relevant for Pricing.

For Free of Goods (Free of charge)TANN is Relevant for Pricing, but it takes 100% discount, so for TANN, the value for this field must be ‘B’ (Pricing for the Free Goods 100%). And TANN is relevant for Billing Also.

Billing Item:If we check this field, the Business data (sales, shipping, Billing…etc)at Item level is allowed to differ from the Business Data at the Header Levelin the sales document.

If we don’t check this field, the fields should be Grade outand will not allow changing at Item Level.

Any information determines to salesor shipping is called Billing Data.

Schedule Line Allowed:Specifies whether we can have the schedule line in the Sales document or not.

The terms such as the Items in Credit Memo Request doesn’t have the schedule line, to control this we should not check in corresponding Item category ‘G2N’.

Item Relevant for Delivery: Specifies whether the Text Item (Brochures n etc) is Relevant for delivery process or not.

Note: By default every item is Relevant for delivery Excepts like ‘Text Items’, if we want to make Text Item Relevant for delivery this field has to be checked in the corresponding Item Category TETX. We can make an Item Category as Text Itemby specifying the value ‘B’in the Item Type.

Returns: If we check this field the Item becomes Return Item.

Ex:The items we process in the sales document ‘RE’ are the Return Items, to specify this we have to check this field in the corresponding Item category.

Weight and Volume Relevant: If we check this field the system determines Weight & Volume of the material during the sales document processing.

Note: Always it’s Best Practice to check this field.

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Credit Active:If we check this field the Item will Relevant for Credit Management Activities.

Ex: We will not check this for Cash Sale (CS) BVN.And the Items in the cash sale cannot be processed on credit basis to control this field should not be checked in the corresponding Item CategoryBVN.

Determine Cost: If we check this field the system determines cost of the Item from (MModule) during pricing in the sales document.

Note: The Cost Condition Type VPRS

Automatic Batch Determination: If we check this field the system automatically determines corresponding Batches for the material.

Rounding Permitted:If we check this field the Order Quantity of the Item will be rounded depending on the ‘Rounding Profile’ specified in the Material Master.

Note: This is not required for AFN and AGN, but can be used for TAN.

Order Quantity = 1:If we check this field, the order quantity is each line Item will be limited to ‘01’.

Item Category Determination (VoV4)

During the sales document processing the system automatically determines the corresponding Item Categories for the Items, for this the following setting is required.

Path:SPRO S&D Sales Sales Documents Sales Document Items Assign Item Categories.

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So we need to assign the Item Categories to the Combinations like:

Sales Document Types

Item Category

Usage

Higher Level Item Category

Sl. No. Sales Document Type Item CategoryGroup Usage Higher Level Default Item Cat1. Inquiry NORM -- AFN2. Inquiry ( Free Goods) NORM -- AFN AFNN3. Quotation NORM -- AGN4. Quotation ( Free Goods) NORM -- AGN AGNN5. Order NORM -- TAN6. Order ( Free Goods) NORM -- TAN TANN7. Cash Sale NORM -- BVN8. Cash Sale ( Free Goods) NORM -- BVN BVNN9. Rush Order NORM -- TAN10. Returns NORM -- REN11. Credit Memo G2 NORM -- G2N12. Debit Memo L2 NORM -- L2N13. Order ( Third Party) BANS -- TAS14. Order ( Text Item) NORM TETX TATX

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Note: 1.Higher Level Item Category is the Item Category of the Higher Level Item (Main Item). 2. If we maintain any Item Category in Manual Item Category Field, while determining Item

categories (VoV4), system will allow to manually change the Item category in the sales order other wise No.

Schedule line category (VoV6) The Data at schedule line level in the sales document is controlled by schedule line

category depending on the requirement, we need to define different schedule line category to be used in different documents.

Path:SPRO S&D Sales Sales Document Schedule Lines Define Schedule Line Category.

Sl.No. Schedule Line category Description Of category1. AT Inquiry Schedule line category2. BN Quotation Schedule line category3. CN / CV / CP Order Schedule line category4. DN Returns Schedule line category5. CS Third Party Schedule line category

Functionalities of Schedule line Category

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Delivery Block:Specifies whether the item is blocked for delivery processing, and this block is applicable at Schedule line Level (for Item).

Movement Type:Specifies a physical or Logical movement of the Goods / Materials leading to a change in the stock levels (or) resulting in the consumption of the material.

Movement Type Function:

If we sellReduce the stock.

If PurchaseIncrease the Stock.

If we Transfer Increase in one Plant and Reduce in another Plant

Note:601 Goods issue Delivery (CP / CV / CN) Reduce in main Stock651 Goods Returns (Restricted Use) Increase in Restricted Stock.653 Returns (Unrestricted Stock) This can be sold.655 Goods Returns (Quality inspection)301 Plant to plant stock Transfer561 Entry for stock in Plant (MM guys maintains).

For any movement type, the immediate movement type is Reversal. Like If Goods issue 601 If Goods Reversal 602

Item Relevant for Delivery:If we check this field the item relevant for delivery Processing.

Ex: AT & BT are not Relevant for DeliveryCP, CV, CN is Relevant for delivery DN is Relevant for Delivery.

Note: The items in Inquiry and Quotation cannot be delivered to control this we don’t check this field in those corresponding schedule line category AT & BN respectively. But the schedule line categories CP, CV, CN and DN are relevant for delivery.

Order Type:Specifies the Purchase Requisition type‘NB’ Third Party.

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Note: we need to specify the document type ‘NB’ in this field for the Schedule line category (CS)which is used for Third party.

Requirement / Assembly: If we check this field the requirement of a material will be transferred to Inventory Management.

Note: Not used for AT & BN (IN & QT).

Availability Check:If we check this field the system carries out the Availabity Check for the items in the document, It’s better Practice to check for all (IN, QT & OR).

Note: Availability check controls in Material Master also.

Schedule Line Category determination (VoV5)

During the sales document processing the system automatically process corresponding schedule line category for the Items for the following setting is required.

Path:SPRO S&D Sales documents Sales Document schedule line Assign Schedule Line Categories.

We need to assign the Schedule line category to the combination of

Item Category

MRP Type

Ex:1.M10 M11

MRP (ND) MRP (PD)

Transfer of Requirement Transfer of Requirement(Not Check) (Check)

Availability Availability(Not Check)(Check)

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UsesCNUses CV

Ex:2.

Item Category Schedule line categoryAFN ATAGN BNTAN CP

TANN CPREN DN

RENN DNTAS CS (will have OrderNB)

Item Category MRP Type Schedule Line categoryAFN ND ATAGN ND BNTAN ND CV

TANN PD CPREN -- DNRNN -- DN

Note:If we don’t have MRP type in ‘Material Master’ in Assignment Leave it Blank.

Sales Dock type

Item category Group

Usage HL Item category

Default Item Category

MRP Type Schedule line Category

IN NORM -- -- AFN MRP(Optional) ATQT NORM -- -- AGN MRP Type BNOR NORM -- -- TAN MRP Type CPOR(Free Goods) NORM -- TAN TANN MRP Type CPRO NORM -- -- TAN MRP Type CPCS NORM -- -- BVN MRP Type CPRE NORM -- -- REN MRP Type DNOR NORM -- -- TATX MRP Type CPOR BANS -- -- TAS MRP Type CS

Note: For RONot required defining TAN, because TANis already Assigned in Order(TAN—CP), and MRP type is Optional Like (you can select anything like CP, CV, CN, AT, BN).

Conclusion

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Item Category Determination (VoV5)

Sales Document Type (OR) + Item Category (TAN) + Usage + H Level Item category

Schedule line Category Determination (VoV6)

Item category (OR) + MRP Type(ND) (OR + TAN + CP)

TAN = OR + NORMCP = TAN + ND (and try these in Sales Order (Va01)

Pricing

Condition Master Data:In the business processing the entire pricing information of a material is divided in to 4 elements.

Pricing Elements:Condition Types

1. Basic Price PR002. Discount (-)/ Surcharge (+) K004, K005, K007 (and in the very rare case we use discount/ Surcharges both)3. Taxes MWST4. Freight KF00

For Each pricing elements we have corresponding condition typein the SAP System.

Depending on the requirement we need to maintain the condition Amounts or Condition Values for the Condition Types,the Condition Amount or Value of a Condition Type is called condition Recordwhich is nothing but Condition or Pricing Master data.

Example of Condition Types

1. PR00 Price2. K004 Material Discount3. K005 Customer / Material Discount4. K007 Customer Discount

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5. MWST Tax out Put6. KF00 Freights

Maintaining the Condition Record for Condition types (VK11)

Path:EAM Logistics S&D MD Conditions Select using condition type Create (Vk11)

Steps:

Specify the Condition Type for which Condition Record to be maintained. Select the required combination. Enter Enter required Material and Condition Value / Amount along with other Details. The Condition Record is valid with in the 2 dates, specify in the fields Valid On and Valid To. Save the Condition Record.

Scales:if we want change the Condition Amount depending on the Quantity we need to maintain Scales (Scale Discount) for this select the condition record and select the Icon Scales, and maintain the data and Save the Record.

Ex: QuantityPrice (%.)

1-10 10011-20 9921-30 9831-40 97

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Maintain the Upper and lower Limits:

Select the condition Record and ‘Go ToDetails’ and specify the Limit values for the condition record in the fields Lower and Upper Limit,so that during the sales Order Processing the Condition Amount of that Condition Type cannot be changed to a Value which falls beyond these limits.

Note: Pricing information in the Sales Order an be seen in condition tab of the Item data, and it can also be Viewed at Condition tab of Header Data also.

Pricing: For the system to determine pricing elements during sales document processing, we have to maintain ‘Condition Techniques’and Condition Technique is nothing but the Back End Setting,what we do as a consultant to trigger correct price for the valid Key Combination during sales order processing, Condition Techniques comprises of

1. Condition tables2. Access Sequence3. Condition Type4. Pricing Procedure Definition5. Pricing Procedure Determination.

Condition Table: Condition table contains the Key Fields for maintaining the Condition Records for a Condition Type (PR00…etc), Depending on the requirement, we can use (Take) any field in the Condition Table based on which the pricing is decided.

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One condition type can have multiple condition tables, and one condition table can use for multiple condition pricing types.

Ex:Condition Table

1. PR00 Customer / Material 501(Define & Name as) 502 (Material) 2. K005 Customer & Material can be used (501)

When we need to classify the customers in a class we do in CMR General Data Marketing Customer Class we can select to give what percentage of price to give for the different customer.

Ex:If there are 2000 Customers in the company. M10 Material

> 5lacs <<5Lacs

So select in the Condition Table CMR Key Combination Customer Class.

Defining Condition Table (V/03/04/05)

Path:SPRO S&D Basic Functions Pricing Pricing control Define condition Tables Create Condition Table

Steps:

Specify a Number for the Condition Table which must be between 501-999.

From the Field catalog select the required key field to have in the Condition table

While maintaining the Condition Record we can set the Validity Periods, with the help of the Fields Valid On and Valid Toand to get these fields we have to check the fields with Validity Period in the definition of Condition table.

Select the button Technical View, here the fields these are checked as Key Appears at key leveland the fields are checked at Footer fieldsappears at Footer Level, while maintaining Condition Records.

Select the ICON Generate (Ball).

800 1200 98% 100%

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Select the button Local Object for saving the condition table.

If you wanted to add some fields to the list get those from Allow Fields in the main sheet.

Pricing Process

Pricing Procedure

Condition Types

Access Sequence

Condition Table (Key Combination) to Condition Record

Access Sequence:

Access Sequence is a Search Strategywith the help of which the system determines Valid Condition Records for the Condition Types during sales Document Processing.

For this we have to Place the Required Condition tables in the Access Sequenceand Assign it to Required Condition Types (PR00…etc).

One Access Sequence can have multiple Condition Tables and if required One Access Sequence can be used for multiple condition Types.

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If we have multiple Tables in an Access Sequence, The Order in which they are placed is Important generally it’s from Most Specific Combination to Most Generic Combination.

Specific Combination = Customer + Material, Customer + Plant + Material …etc.Generic Combination = Customer, Material, Value (Contracts)

Note: Access Sequence = Key combinations of Condition Table + Condition Types

Ex:1.Customer + Material (Condition Table 999) (ABCD) + (M10) = 100

PR00

Material (Condition table 998) (M10) = 102

Ex: 2

Sales Order 1 Sales Order 2

Customer [ABCD] Customer [XYZ] (apart from ABCD customer)

Price = 100 Price = 102

M10 M10

Defining Access Sequences:

Path: SPRO Basic Functions Pricing Pricing Control Define Access Sequences Maintain Access Sequences